DOSSIER · 13F-HR · Q2 2026
Lagoda Investment Management, L.P.
$182M in tracked AUM across 25 positions as of Q2 2026.
LI
CIK 0001632108 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Lagoda Investment Management, L.P. reported a significant contraction in portfolio value for the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 35.0%, dropping from $176.51 million to $114.78 million. This reduction was driven by a combination of active deleveraging—evidenced by the exit from 11 positions—and likely market depreciation in remaining holdings.
The portfolio is currently highly concentrated, consisting of only 13 hold...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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